We act as transaction and strategic advisors and agents to buyers and sellers of private companies in the lower middle-market.

Our Transaction Advisory Services are focused on planning, advising on, and executing sell-side merger and acquisition (M&A) and private equity recapitalization transactions that provide business owners with a complete exit or partial liquidity from their business as well as buy-side transactions that are pursued and executed to achieve corporate growth through strategic acquisitions.

Sell-Side Transaction Advisory Services include:

  •  Advising and representing owners on the sale of their business to strategic or private equity buyers.
  •  Advising and representing owners on the sale of a partial interest in their business to strategic buyers and private equity investors.
  •  Advising and representing owners on the sale of shares to an ESOP.
  •  Issuing transaction-based valuation, fairness, and other financial opinions.
  •  Working with business owners to plan for and execute successful strategies designed to maximize value upon an exit or liquidity event.

 

Buy-Side Transaction Advisory Services include:

  • Advising and representing companies on strategic acquisitions and investments.
  • Advising and representing ESOP Trusts on the purchase of company shares.
  • Issuing transaction-based valuation, fairness, and other financial opinions.

 

Our investment bankers are veteran dealmakers with decades of transaction experience that includes working and advising on deals surpassing $1 billion in total value.  Our professionals have the expertise necessary to guide companies through all phases of a buy-side or sell-side transaction from initial planning stages through deal closing.

 

Los Angeles: (213) 233-1100   |   San Diego: (858) 964-1985   |   San Francisco: (415) 745-3035

loading
×